Knowledge Centre

UK investors are reassessing their wealth managers as markets shift, communication gaps widen and outdated strategies persist. Reviewing goals, value and alignment helps ensure the right advisory relationship for 2026.

UK investors are shifting focus from chasing returns to protecting capital amid volatility, inflation, retirement timelines, and evolving risk realities.

A beginner-friendly guide to private markets for UK investors, explaining private equity, venture capital, private credit and real assets. Learn how private markets differ from public investing, their risks and benefits, and when they may suit a long-term, diversified portfolio.

Targeted Advice is a major FCA reform launching in April 2026. Learn how it works, who it helps, and how it differs from regulated financial advice.